1.Catch button clicked enrollment record
Integrate Zapier Tables and table workflows to capture the button clicked record and pass the enrollment payload into the automation.
When button clicked enrollment records pile up, follow-ups slow down and families miss timely confirmations. This automation formats enrollment details and upserts ActiveCampaign contacts and runs confirmation and onboarding sub-zapsβso your team can keep onboarding moving.
Integrate Zapier Tables and table workflows to capture the button clicked record and pass the enrollment payload into the automation.
Integrate Formatter by Zapier and data formatting tools to clean contact email and format the start date to enrollment date.
Integrate ActiveCampaign and email marketing tools to find contact by email and upsert fields and season tags.
Integrate Sub-Zap by Zapier and messaging automation tools to send confirmations and schedule follow-up messages.
Integrate Zapier Tables and workflow operations to set the processed flag and clear the pending action marker.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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